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The Essential Executor’s Handbook by David G. Hoffman

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Chapter 9

The Banker: Keeper of the Cash

As you may recall from Chapter 8, “Know Your Bureaucrat,” a banker can be either a valuable member of your team or simply an unreliable cog in a bureaucratic machine. Although it is tempting to call the 800 number on your decedent’s last bank statement, you are far more likely to get professional and effective help from a real person you can talk to, face to face. So, as I emphasized in that chapter, go to the decedent’s bank and ask to speak to the branch manager. Chat a bit. Get to know each other. If the branch manager seems competent, lay out your problems, questions, and concerns.

If the manager seems utterly clueless and is struggling to hide that fact, it will become apparent no more than 10 minutes ...

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